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Community Bank
CBU

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
226
Twin Peaks Wealth Advisors
California
$5.92K +$6.18K +101 New
SGFG
227
Silver Grove Financial Group
New York
$5.87K +$6.12K +100 New
RIL
228
Rothschild Investment LLC
Illinois
$5.34K – – –
SPIA
229
Steward Partners Investment Advisory
New York
$5.34K – – –
AA
230
Addison Advisors
Vermont
$5.28K – – –
QCG
231
Quadrant Capital Group
Ohio
$4.69K – – –
KFAS
232
Keating Financial Advisory Services
Kansas
$4.16K +$3.06K +50 +238%
LFG
233
Larson Financial Group
Missouri
$3.99K +$184 +3 +5%
AF
234
Allworth Financial
California
$3.75K +$1.96K +32 +100%
CFO
235
CVA Family Office
Colorado
$3.75K +$3.92K +64 New
SIS
236
Sound Income Strategies
Florida
$3.41K – – –
OCM
237
Osbon Capital Management
Massachusetts
$2.93K – – –
BWA
238
Basecamp Wealth Advisors
Washington
$2.52K -$2.63K -43 -50%
FFO
239
Fortitude Family Office
Arizona
$2.4K +$1.35K +22 +116%
HNW
240
High Note Wealth
Minnesota
$2.11K – – –
RWS
241
Retirement Wealth Solutions
Wisconsin
$2.05K +$796 +13 +59%
PA
242
Parallel Advisors
California
$2.05K +$2.14K +35 New
JWA
243
JFS Wealth Advisors
Pennsylvania
$1.88K -$673 -11 -26%
DWM
244
Dogwood Wealth Management
Kansas
$1.88K +$1.96K +32 New
FMII
245
Farmers & Merchants Investments Inc
Nebraska
$1.7K -$184 -3 -9%
MCM
246
MAI Capital Management
Ohio
$1.7K +$796 +13 +81%
PMAM
247
Picton Mahoney Asset Management
Ontario, Canada
$1.17K – – –
PWMG
248
Private Wealth Management Group
New Jersey
$1.06K – – –
SEP
249
Signature Equity Partners
Ohio
$821 – – –
EP
250
Essential Partners
California
$645 +$61 +1 +10%
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